401k Plan data: J. EDWARDS INVESTMENTS 401(K) PLAN plan

J. EDWARDS INVESTMENTS 401(K) PLAN 401k Plan overview

Plan Name	J. EDWARDS INVESTMENTS 401(K) PLAN
Plan identification number	001

J. EDWARDS INVESTMENTS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J. EDWARDS INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: J. EDWARDS INVESTMENTS, LLC

Employer identification number (EIN): 611667406

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. EDWARDS INVESTMENTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01

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Company Name:	J. EDWARDS INVESTMENTS, LLC
Employer identification number (EIN):	611667406
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers